Callexa Feedback + Proposify
Send surveys through Callexa Feedback when proposals at Proposify are lost
Want to know more about your clients opinion on your proposals and the overall process? Set up a survey using the well-tested Net Promoter Score at Callexa Feedback and gather valuable feedback from your proposals recipients by sending the survey a day after a proposal has been declined.
Want to know more about your clients opinion on your proposals and the overall process? Set up a survey using the well-tested Net Promoter Score at Callexa Feedback and gather valuable feedback from your proposals recipients by sending the survey a day after a proposal has been declined.
- When this happens...Proposal Lost
Triggers when a Proposal is declined by a client.
- automatically do this!Add Recipient
Adds a recipient to a survey.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
